Hi everyone,
Is anyone studying the solar cell and panel manufacturing sector in India? This space looks promising, especially with the government’s push for renewable energy and policies like imposing heavy customs duties on imports from China, which could drive demand for locally manufactured solar cells.
I’m particularly interested in understanding how this sector might evolve in the long run, as the listed players seems a bit over-valued and also companies like Vikram Solar, and Waaree Energies in the unlisted market are getting 50-55 PE multiples. For instance, I’ve been looking into Jupiter Solar and its prospects, but I’d love to hear your thoughts on other noteworthy companies, whether listed or unlisted, that have strong potential in this booming industry.
Thanks!
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